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Privacy statement

This website is provided by AXA Wealth Limited (trading as Phoenix Wealth) a company registered in England (Company No. 01225468) and limited by shares. AXA Wealth Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. AXA Wealth Limited is registered as a data controller in accordance with the Data Protection Act 1998 with registration no. Z9550948.

In this privacy statement, references to Phoenix Wealth are to AXA Wealth Services Limited (Company No. 02238458, data controller registration no. Z9550917) and AXA Wealth Limited (Company No. 01225468, data controller registration no. Z9550948). References to Phoenix Group are to Peal Life Holdings Limited and its subsidiary companies, any holding company of Pearl Life Holdings Limited and any subsidiary companies of such holding company, as such terms are defined in section 1159 of the Companies Act 2006.

This website may also contain hypertext links to websites operated by other third parties. The responsibility for those websites belongs to the third parties who are identified as operating those websites. Separate terms and conditions and privacy notices will also
apply to those websites.

The information below describes how Phoenix Wealth uses personal information that it collects from your use of this website.

Any personal information you supply to Phoenix Wealth via this website (and by other means) will be treated in accordance with the Data Protection Act 1998 and other applicable legislation intended to protect your personal information and privacy. This
website may contain links to websites of other companies within the Phoenix Group. Each Phoenix Group company’s website will contain similar details to those set out below, but which may be more specific to their business, and Phoenix Wealth recommends that you check these if you visit their websites.

What
information does Phoenix Wealth collect, and how?

The personal information Phoenix Wealth collects through this website may include details such as your name, email address, postal address, telephone number and date of birth and bank/credit card details. Personal information is collected by Phoenix Wealth on this
website:

via enquiry and registration forms;

when you fill out a survey, or vote in a poll on this website;

through feedback forms and web analytics tags; and,

when you provide your details to Phoenix Wealth either online or offline.

Phoenix Wealth may also use cookies to collect website usage information. For further information, please visit the Cookies policy link.

Phoenix Wealth may also collect IP addresses via a web analytics package. This data is collected for statistical purposes (for example, in relation to browsing actions and patterns) and does not identify any individual.

What will
the information be used for?

Phoenix Wealth and other companies in the Phoenix Group would like to send you information about its products and services, including other services described in this website. You will be provided with the opportunity to prevent use of your personal
information for marketing purposes at the time you give us your personal information. You may change your mind at any time by contacting us using the contact details for Phoenix Wealth set out above.

Phoenix Wealth may also use the information it collects for analytical purposes, and to assist it in improving its processes, products and services.

Phoenix Wealth will also use information collected to safe-guard against fraud and money laundering. Phoenix Wealth is required to report details of some suspicious activities to the Serious Organised Crime Agency (SOCA).

Any personal information you supply to Phoenix Wealth via this website will be treated in accordance with the Data Protection Act 1998 (including any further amendments) and the Privacy and Electronic Communications (EC Directive) Regulations 2003. If you provide
personal information via this website, you will be told what the information you provide will be used for before the information is submitted to Phoenix Wealth. Phoenix Wealth may also use other companies (including other Phoenix Group companies) to help it provide services to you and to store your information.
All Phoenix Group companies will treat your information in accordance with the Data Protection Act 1998 and other privacy regulations and codes of practice where relevant. Other companies that assist us to process your information will do so whilst working under contract to us and only as directed by us.

Your legal
rights

Phoenix Wealth is committed to delivering the rights that the Data Protection Act 1998 and Privacy and Electronic Communications (EC Directive) Regulations 2003 provide to individuals. Amongst these are:

the right to object to your personal information being used for direct marketing. Phoenix Wealth will give you the ability to object to this at the time your information is collected. You may change your mind at any time.

the right to request a copy of the personal information Phoenix Wealth holds about you. To do this, please write to Phoenix Wealth enclosing a cheque for £10 payable to AXA Sun Life Direct Limited, at the following address:

Errors and
Omissions

If you believe that there may
be an error in any of the information that you have submitted via this website,
please email: enquiries@phoenixwealth.co.uk, and Phoenix Wealth will
review and correct any inaccurate information in your records as soon as
possible.

Third Party
links

This website may contain links
to other websites which are outside Phoenix Wealth’s control and are not
covered by this Privacy Statement. If you access other sites using the links
provided, the operators of these sites may collect information from you which
will be used by them in accordance with their privacy policy, which may differ
from Phoenix Wealth's.

Children’s
personal information

Phoenix Wealth does not
intentionally collect any information via this website from children under 16
years of age, and unless the information was collected in connection with a
policy claim, shall delete the details of such users when a parent or guardian
notifies Phoenix Wealth that any details have been obtained from their child.

Complaints

Additional information

Phoenix Wealth will amend this
Privacy Statement from time to time and will post the revised statement on this
website. For this reason Phoenix Wealth recommends you read the Privacy
Statement on this website regularly.